The Securities Litigation Expert Blog

Accelerant Insurance Expert John Duval, Sr. Quoted in MarketWatch Article

Posted by Jack Duval

Nov 16, 2013 5:22:07 AM

Variable annuity expert John Duval, Sr. was quoted in a recent MarketWatch article about the suitability of variable annuities for retirees.  (MarketWatch)  Duval, Sr. was quoted a number of times about the tax aspects of variable annuity investing, including:

Variable annuities only offer ordinary income, no capital gains opportunities, ever... High net worth investors and variable annuities trigger double taxation at death, he said. In fact, the beneficiaries get 1099s for the gains.

The article was written by Robert Powell, a MarketWatch Retirement columnist.
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Topics: variable annuity taxation, variable annuity expert, insurance, Senior Investors, investments, variable annuity litigation, John Duval Sr.

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